Retirement Plans in General

5,751 topics in this forum

1. Deduction taken before document is done and tax return is filed without extension

   By Jakyasar, August 24, 2023
   • 10 replies
   • 639 views
   • 
   • Jakyasar
   • August 26, 2023

2. Final Rule - PBGC Missing Participants Program

   By Madison71, January 9, 2018
   • 2 replies
   • 639 views
   • 
   • Madison71
   • January 10, 2018

3. Was there a partial termination in 2020?

   By Peter Gulia, December 21, 2020   

   • partial termination
   • 3 replies
   • 639 views
   • 
   • EBECatty
   • December 21, 2020

4. May a military make-up deferral be a Roth deferral?

   By Peter Gulia, February 16, 2023   

   • userra
   • 2 replies
   • 638 views
   • 
   • Peter Gulia
   • February 17, 2023

5. Statutory Employee - exclude from the 401k plan?

   By Santo Gold, April 4, 2024
   • 3 replies
   • 637 views
   • 
   • Santo Gold
   • April 4, 2024

6. Do recordkeepers get arbitration provisions?

   By Peter Gulia, April 5, 2017   

   • service agreement; remedies; arbitration
   • 7 replies
   • 637 views
   • 
   • Doghouse
   • April 6, 2017

7. Money Purchase Plan - definitely determinable benefits under 1.401-1(b)

   By Belgarath, March 24, 2016
   • 1 reply
   • 637 views
   • 
   • Belgarath
   • March 31, 2016

8. Deduction of late PS contribution

   By Cynchbeast, April 8, 2016
   • 2 replies
   • 637 views
   • 
   • Belgarath
   • April 8, 2016

9. Withholding rules for Canadian's annuity directly deposited to US banking institution

   By KaJay, October 19, 2018
   • 2 replies
   • 636 views
   • 
   • KaJay
   • October 19, 2018

10. DB/DC Combo - Gateway+top heavy

    By Jakyasar, March 13, 2021
    • 2 replies
    • 636 views
    • 
    • Jakyasar
    • March 14, 2021

11. Combo plan deduction - 404a7 - non PBGC

    By Jakyasar, March 23, 2021
    • 2 replies
    • 636 views
    • 
    • Jakyasar
    • March 24, 2021

12. Full time employment to part-time

    By thepensionmaven, January 21, 2016
    • 3 replies
    • 631 views
    • 
    • Tom Poje
    • January 21, 2016

13. Can a CBA reduce retirement or disability benefits already accrued?

    By AFFIS, March 22, 2020   

    • erisa
    • cba
    • (and 2 more)

      Tagged with:

      • erisa
      • cba
      • accrual rules
      • accrued benefit
    • 1 reply
    • 631 views
    • 
    • Larry Starr
    • March 23, 2020

14. COVID-19 related withdrawals and DB plans

    By Cynchbeast, April 8, 2020
    • 1 reply
    • 630 views
    • 
    • Bird
    • April 8, 2020

15. Company sold division - year end profit share question

    By pmacduff, February 9, 2017
    • 2 replies
    • 630 views
    • 
    • K2
    • February 10, 2017

16. Is this plan covered by PBGC?

    By Jakyasar, September 5, 2022
    • 4 replies
    • 629 views
    • 
    • Bri
    • September 6, 2022

17. Permanent Opt-Out Form

    By bzorc, January 13, 2020
    • 0 replies
    • 629 views
    • 
    • bzorc
    • January 13, 2020

18. IRS releases 2023 retirement plan limits

    By Lois Baker, October 21, 2022
    • 0 replies
    • 628 views
    • 
    • Lois Baker
    • October 21, 2022

19. Sharing of Pension Fund Information with Affiliated Union

    By Robert B, August 2, 2023
    • 3 replies
    • 628 views
    • 
    • david rigby
    • August 2, 2023

20. Combo plan testing - different results in for different software

    By Jakyasar, June 4, 2024
    • 1 reply
    • 627 views
    • 
    • Bri
    • June 4, 2024

21. Lifetime income illustrations - when annual statement was previously sent

    By Belgarath, March 29, 2022
    • 2 replies
    • 627 views
    • 
    • Belgarath
    • March 30, 2022

22. QRP - qualified replacement plan related

    By Jakyasar, March 17, 2023
    • 1 reply
    • 626 views
    • 
    • Lou S.
    • March 17, 2023

23. Adoption of New Plan for 2023

    By Basically, February 2, 2024
    • 1 reply
    • 626 views
    • 
    • CuseFan
    • February 2, 2024

24. Affiliated Service Group

    By Belgarath, March 8, 2024
    • 5 replies
    • 625 views
    • 
    • CuseFan
    • March 12, 2024

25. Form 5308

    By cpc0506, July 13, 2017
    • 2 replies
    • 624 views
    • 
    • cpc0506
    • July 13, 2017

26. New Plan Just for Loans

    By Young Curmudgeon, January 28, 2016
    • 1 reply
    • 624 views
    • 
    • Belgarath
    • January 28, 2016

27. State Pension Plan

    By SaraJames, August 10, 2021   

    • pension
    • 1 reply
    • 624 views
    • 
    • MoJo
    • August 11, 2021

28. Yet another SECURE 2.0 provision - Auto-Portability

    By Belgarath, August 2, 2023
    • 2 replies
    • 623 views
    • 
    • Roycal
    • August 3, 2023

29. SAFE HARBOR PLAN - mid year?

    By Pammie57, April 14, 2016
    • 2 replies
    • 622 views
    • 
    • Tom Poje
    • April 14, 2016

30. Controlled Group Rules in Year of Business Sale

    By Jeff G., September 9, 2024   

    • controlled group
    • sale of business
    • (and 1 more)

      Tagged with:

      • controlled group
      • sale of business
      • adoption agreement
    • 0 replies
    • 622 views
    • 
    • Jeff G.
    • September 9, 2024

31. PBGC Coverage determination - an interesting one

    By Jakyasar, September 11, 2023
    • 1 reply
    • 620 views
    • 
    • Luke Bailey
    • September 12, 2023

32. beneficiary accounts - count in TH test?

    By AlbanyConsultant, March 8, 2019
    • 1 reply
    • 620 views
    • 
    • C. B. Zeller
    • March 9, 2019

33. life insurance in profit sharing plan

    By Scuba 401, November 22, 2016
    • 1 reply
    • 620 views
    • 
    • Bill Presson
    • November 22, 2016

34. Service organization?

    By Belgarath, April 25, 2016
    • 0 replies
    • 619 views
    • 
    • Belgarath
    • April 25, 2016

35. Affiliated Service Group

    By thepensionmaven, June 9, 2016
    • 1 reply
    • 619 views
    • 
    • rcline46
    • June 9, 2016

36. Affiliated Service Group?

    By Dougsbpc, June 19, 2016
    • 0 replies
    • 618 views
    • 
    • Dougsbpc
    • June 19, 2016

37. Integrated/Top Heavy with shmt and disc match

    By Lou81, January 17, 2020
    • 3 replies
    • 618 views
    • 
    • Lou S.
    • January 17, 2020

38. Reporting transfers of stock under an Employee Stock Purchase Plan on Form 3922

    By ERISA-Bubs, January 19, 2016
    • 0 replies
    • 617 views
    • 
    • ERISA-Bubs
    • January 19, 2016

39. TEFRA CARD

    By jevd, May 26, 2017
    • 1 reply
    • 617 views
    • 
    • jevd
    • May 26, 2017

40. § 416 Minimum Contribution Amounts and § 404(a)(3); § 404(a)(3) Limits Perhaps Waived for § 416 Minimum Contributions

    By Kent Allard, February 24, 2024
    • 1 reply
    • 616 views
    • 
    • C. B. Zeller
    • February 24, 2024

41. One or two VCP applications/fees?

    By J Simmons, December 15, 2020
    • 1 reply
    • 616 views
    • 
    • EBECatty
    • December 16, 2020

42. Code 410(a)

    By Julie, January 23, 2019
    • 2 replies
    • 616 views
    • 
    • Luke Bailey
    • January 23, 2019

43. Just Another Senior Moment

    By thepensionmaven, August 18, 2023
    • 4 replies
    • 615 views
    • 
    • thepensionmaven
    • August 22, 2023

44. Senior Fog

    By thepensionmaven, October 21
    • 2 replies
    • 615 views
    • 
    • Gilmore
    • October 22

45. Sort of Abandoned Plan

    By thepensionmaven, January 27, 2022
    • 3 replies
    • 615 views
    • 
    • imchipbrown
    • January 29, 2022

46. Raising a tardy amendment during determination letter application review

    By WestCoast, May 31, 2017   

    • determination letter
    • vcp
    • (and 1 more)

      Tagged with:

      • determination letter
      • vcp
      • closing agreement
    • 1 reply
    • 614 views
    • 
    • jpod
    • May 31, 2017

47. Date of Plan Adoption

    By thepensionmaven, December 22, 2022
    • 2 replies
    • 614 views
    • 
    • CuseFan
    • December 23, 2022

48. Is this an ERISA Plan?

    By ERISA-Bubs, November 16, 2016
    • 1 reply
    • 612 views
    • 
    • QDROphile
    • November 16, 2016

49. Any news on the updated EPCRS?

    By AbsolutelyOkayPossibly, July 19, 2024
    • 1 reply
    • 612 views
    • 
    • Peter Gulia
    • July 19, 2024

50. Happy Holidays

    By Jakyasar, December 23, 2022
    • 1 reply
    • 611 views
    • 
    • MP CPC
    • December 27, 2022